Average annual returns
Through 20251 year
12.89%
3 year
12.21%
5 year
9.93%
10 year
10.12%
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
Risk statistics
78 months through Jan. 31, 2026Volatility (ann.)
12.85%
Sharpe
0.96
Sortino
1.67
Max drawdown
-25.96%
Best month
12.07%
Worst month
-16.47%
Beta vs VTSAX
0.91
Correlation
0.86
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.